
Sign up to save your podcasts
Or


In this March mailbag episode, we’re diving into the listener inbox to tackle the psychological hurdle of oversaving and how to transition from a lifetime of hoarding to intentional spending. We also clear up the "sloppy" discourse surrounding Roth conversions, cutting through the noise to discuss the tax nuances and math that actually matter. Whether you're struggling to give yourself permission to spend or weighing a big tax move, we’re bringing some much-needed clarity to your financial plan.
Send us Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
By Ross Anderson, CFP® and Daniel Messeca, CFP®5
6464 ratings
In this March mailbag episode, we’re diving into the listener inbox to tackle the psychological hurdle of oversaving and how to transition from a lifetime of hoarding to intentional spending. We also clear up the "sloppy" discourse surrounding Roth conversions, cutting through the noise to discuss the tax nuances and math that actually matter. Whether you're struggling to give yourself permission to spend or weighing a big tax move, we’re bringing some much-needed clarity to your financial plan.
Send us Fan Mail
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram

3,557 Listeners

3,217 Listeners

3,248 Listeners

944 Listeners

521 Listeners

1,955 Listeners

296 Listeners

1,255 Listeners

700 Listeners

3,056 Listeners

452 Listeners

930 Listeners

164 Listeners

1,621 Listeners

95 Listeners